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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,877 | $90,538-62.6% | $88,457-61.7% | $154,746-78.1% |
| Participation rate | 90.9% | 80.9%+10.0pp | 78.6%+12.3pp | 80.7%+10.2pp |
| Annual return | 28.43% | 37.97%-9.5pp | 32.69%-4.3pp | 172.34%-143.9pp |
| Employer contribution / active EE | $2,765 | $4,914-43.7% | $4,681-40.9% | $4,379-36.9% |
| Participant deferral / active EE | $4,291 | $6,073-29.3% | $5,667-24.3% | $6,730-36.2% |
| Admin fee / account holder | $7,975 | $10,337-22.9% | $9,606-17.0% | $14,365-44.5% |